You have explained Future Growth , Risk & valuations very nicely which no one explained on youtube for this stock. Ignore people who says your videos are too long or slow. Your subscribers will increase mutifold in the upcoming months.
Excellent analysis. You are the person with whom I feel comfortable to put my questions: 1. Vinati Saraf hired ex- Lubrizol as consultant. Isn't there any clause to prevent such technical know how transfer? If not, then tomorrow somebody else may take ATBS process technology from Vinati. Also, was it really Vinati Saraf who brought consultant or she was highlighted in order to pave way for higher post? 2. Does VOL have exclusive right to use NCL patented technology for ATBS manufacture or other can also get it? 3. Recently VOL is acquiring "Veeral Additives". For both companies, same persons are promotors. Do you see something fishy here? 4. How Butylene Phenol market will be impacted if "Deepak Nitrate" also do forward integration to produce it from in house Phenol? 5. What is your opinion on recent higher PE of above 50? What opportunities do you see to justify this valuation in near future?
Excellent analysis. B2B business are difficult to understand. I have identified chemical sector as future growth sector during 2017 bull Run. But except one stock my stock selection was not approprite. I think you are one of the best fundamental analyst of chemical sector companies.
Good analysis. IMO Vinati is way ahead of the rest of the chemical companies when it comes to return ratios, Ebitda margins, zero debt. The company has done all their capex thus far from internal accrual and never taken debt. Their execution capabilities are top notch. This is a very rare gem
Amazing and indeed splendid, I never heard such detailed explanation even from company officials, indeed much much much obliged for this gratitude and lucid and most importantly transparent and comprehensive explanation. Do make more such videos of all sectors. As myself belongs to polymer sector, I would love to hear more such videos.
Sir you have explained the most important aspects that go behind the products. The mental model is a great creation of you. I wish all my students use your ideas.
Thanks Prabhakar :) Would love to connect with you. Kindly mail us on info@soic.in For more insights on business & industry analysis, kindly visit- www.soic.in/blogs Team SOIC
One thing I must tell you buddy this very long in-depth analysis is too good to really understand what where how and when the company started and how it changed itself in the varying scenario over the the course of time. I think you have collected these data after studying many years of annual reports. Hats off to you bro
Super Sir,You are a greater orator, with subject knowledge to it's peak level,you deliver subject content in full spear with all technicals in depth.One has to listen carefully, otherwise one may not get complete understanding of the subject.Thank you sir very much.
Good analysis of a genuinely good Ccompany. I am on pro side. Company will boom like anything in years ahead. Original shareholders since its IPO in nineties have been rightly & amply rewarded. Both new and old shareholders will also be immensely benefitted in times ahead.
why do you think company will boom from now? there is no product lined up which is as special as atbs or ibb. there are other players to make butyl benzene and it is low margin business. also going forward there will be less oil exploration, so atbs will be in less demand.
I am living in the US 🇺🇸 and first time watching your video immediately I became your big fan You are terrific analyst and making fantastic video If you get chance can you please make video on Sharda motor and Cochin Shipyard? Thanks a ton
Thanks for your kind words :) Hope to add more value in your investing journey. For more insights on business & industries, kindly visit- www.soic.in/blogs
Pro side... good analysis.... Next analysis I hope to understand from you is Tata Elxsi, competitior analysis and analysis vs TCS since they both are from the same parent.
I must say, it is very in depth analysis. I have been watching your videos since few days now and I really liked those. Can you please do the analysis of FIEM and OCCL?
*I am on the pro side of this company, infact i watched interview of vinati mam, She is so smart and ofcourse their management and think tank are best, I think its a good bet*
Singh Sahib well done. My request to you is that most of the people can't understand technically. In the last you should compare, like this, if you have invested RS. 10000 in the company for the last ten years and five years.what will be the value today. 👍
Thanks Amit for your kind words :) Hope to keep adding value in your investing journey. For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs
Thanks for your kind words Sadeed :) Hope to add value in your investing journey. For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs
Thanks for your kind words :) Hope to add value in your investing journey. For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs
SSA sirji. Superb analysis. I think strength of company is innovation and marketing by which it has captured such huge share. The products they can enter might be a long list which they'll share at opportune time. Today is one product tomorrow it will be something else. The engine has to keep running
Hi Malaya!😁 Thanks for watching our video. We’re glad our content was informative and interesting for you. 💯 We hope you continue to learn along with us! 😁👍 We look forward to your feedback on our analysis of Happiest Minds, coming on Friday at 11 a.m. 📌📣
it's really a great video. U putting great efforts honestly to give best. By this single video I really got familiar with Vinati org and risks associated with it like never before. Thank u very much. I will be regular follower of your channel.
Thanks for your kind words :) Hope to add more value in your investing journey. Sure, stay tuned. We will soon cover them also :) For more insights on business & industries, kindly visit- www.soic.in/blogs
Hi sir,superb video. May I please know how u r able to give such a detailed report on companies?I mean what r ur sources and from where we can learn about different stages of different sectors.It would really help a lot
Absolutely great educational video and I love how you dissect the industry sector and place this company in that sector and then proceed to dissect the business model and management. Would be great if you can make an educational video on Deepak Nitrite and Dharamsi Morarji Chemicals and highlight the tailwinds and the valuation + risk. All the best I will keep following your channel! If you are looking for any kind of designing and branding for your channel and website then sure do reach out for me, I am a part time artist :)
Thanks for your kind words :) Hope to add value in your investing journey. For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs
Hi! Sanjay 😁 Thanks for watching our video. We’re glad our content was educational and engaging for you. 💯 We will consider your suggestion. 👍 We hope you continue to learn along with us! 📌We look forward to your thoughts on our upcoming analysis of Saregama on Sunday at 11 a.m. 📌📣
Amazing, Fab, excellent videos that you make, I am a big Fan of yours. I have good background of Chemistry and just love Chemistry alot :) Please make a video on DEEPAK NITRATE
Good job! Please limit the presentation to 10 mins. I would like to know more about future prospects bof Dishman pharma and Kimia Biotech please. Thank you
Good analysis. In hindsight, the Russia Ukraine war has probably helped valuations scale even higher peaks. I understand that you refrain from putting out a valuation opinion, but you should consider doing that too. For a business model that needs to keep reinventing, what could a useful valuation benchmark be for minority investors etc. You are doing a great job. Keep it up.
We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤜
And the good part of him is he replies almost all comments!
It's so cool paaji! 👏
You have explained Future Growth , Risk & valuations very nicely which no one explained on youtube for this stock. Ignore people who says your videos are too long or slow. Your subscribers will increase mutifold in the upcoming months.
yes.. it makes us feel that we are learning FUNDAMENTAL ANALYSIS
Thanks for your wishes :)
Thanks Faraz :)
Excellent analysis great job.
Excellent analysis. You are the person with whom I feel comfortable to put my questions:
1. Vinati Saraf hired ex- Lubrizol as consultant. Isn't there any clause to prevent such technical know how transfer? If not, then tomorrow somebody else may take ATBS process technology from Vinati. Also, was it really Vinati Saraf who brought consultant or she was highlighted in order to pave way for higher post?
2. Does VOL have exclusive right to use NCL patented technology for ATBS manufacture or other can also get it?
3. Recently VOL is acquiring "Veeral Additives". For both companies, same persons are promotors. Do you see something fishy here?
4. How Butylene Phenol market will be impacted if "Deepak Nitrate" also do forward integration to produce it from in house Phenol?
5. What is your opinion on recent higher PE of above 50? What opportunities do you see to justify this valuation in near future?
Yes
Company is profitable now but not for long term
We don't know it has a moat or not
Excellent analysis. B2B business are difficult to understand. I have identified chemical sector as future growth sector during 2017 bull Run. But except one stock my stock selection was not approprite. I think you are one of the best fundamental analyst of chemical sector companies.
Good analysis. IMO Vinati is way ahead of the rest of the chemical companies when it comes to return ratios, Ebitda margins, zero debt. The company has done all their capex thus far from internal accrual and never taken debt. Their execution capabilities are top notch. This is a very rare gem
Thanks Ambalavanan :)
Amazing and indeed splendid, I never heard such detailed explanation even from company officials, indeed much much much obliged for this gratitude and lucid and most importantly transparent and comprehensive explanation. Do make more such videos of all sectors. As myself belongs to polymer sector, I would love to hear more such videos.
Thanks Arpit :)
Sure, stay tuned.
Underrated channel... This channel should have atleast 1M subscribers
Real analysis...nobody does so much research.....GREAT JOB!
Thanks Yash for your kind words :) For more insights on business & industries, kindly visit- www.soic.in/blogs
Sir you have explained the most important aspects that go behind the products. The mental model is a great creation of you. I wish all my students use your ideas.
Thanks Prabhakar :) Would love to connect with you. Kindly mail us on info@soic.in
For more insights on business & industry analysis, kindly visit- www.soic.in/blogs
Team SOIC
One thing I must tell you buddy this very long in-depth analysis is too good to really understand what where how and when the company started and how it changed itself in the varying scenario over the the course of time. I think you have collected these data after studying many years of annual reports.
Hats off to you bro
Thanks Vikash :)
yes, annual reports, concall, industry reports etc
Super Sir,You are a greater orator, with subject knowledge to it's peak level,you deliver subject content in full spear with all technicals in depth.One has to listen carefully, otherwise one may not get complete understanding of the subject.Thank you sir very much.
Good analysis of a genuinely good Ccompany. I am on pro side. Company will boom like anything in years ahead. Original shareholders since its IPO in nineties have been rightly & amply rewarded. Both new and old shareholders will also be immensely benefitted in times ahead.
Thanks Kamlesh for giving your point of view
why do you think company will boom from now? there is no product lined up which is as special as atbs or ibb. there are other players to make butyl benzene and it is low margin business. also going forward there will be less oil exploration, so atbs will be in less demand.
Excellent and in-depth research and appropriate coverage and presentation. Not a single word extra.👌👏👏👏
Thanks venkata :)
Pls discuss IOL Chemical. You are the best in TH-cam regarding business analysis. Thanks.
Thanks Dipankar :)
Sure stay tuned
I am living in the US 🇺🇸 and first time watching your video immediately I became your big fan
You are terrific analyst and making fantastic video
If you get chance can you please make video on Sharda motor and Cochin Shipyard?
Thanks a ton
Sure :) thank you for the kind words
WOW, thanks for explaining each aspect, spe risk and aportunites involed . truely informative
Rising expert
Superb hats off sir
Thanks for your kind words :)
Thanks a ton for this detailed discussion. very thorough.
Thanks for your kind words :) Hope to add more value in your investing journey. For more insights on business & industries, kindly visit- www.soic.in/blogs
You are similar to Dr. Sagar RV... Both of u are awesome
Amazing work simply GOLD... Would really love to see an analysis on Abbott India
Thanks Shovik :)
Very nice... Too good explain different integration and derivatives... Thanks
Thank you for watching our videos. We hope to continue adding value to your investing journey. 😃
Cool in depth analysis ..gives great insight into the business.
Thanks Himanshu :)
Very good information in simple language
Pro side... good analysis....
Next analysis I hope to understand from you is Tata Elxsi, competitior analysis and analysis vs TCS since they both are from the same parent.
Thanks :)
Sure, stay tuned
I must say, it is very in depth analysis. I have been watching your videos since few days now and I really liked those.
Can you please do the analysis of FIEM and OCCL?
Thanks Pratik :)
Sure, stay tuned
U and u'r videos always inspires me sir... U r awesome mohit sir.. 👍👍
Thanks Vijay :)
*I am on the pro side of this company, infact i watched interview of vinati mam, She is so smart and ofcourse their management and think tank are best, I think its a good bet*
Vinati Mam!
but saraf family tightly holds the business/ management. its looks bad for public company.
Such a crystal clear explanation🔥🔥🔥
Singh Sahib well done. My request to you is that most of the people can't understand technically. In the last you should compare, like this, if you have invested RS. 10000 in the company for the last ten years and five years.what will be the value today. 👍
Noted your suggestion :)
Excellent insights on the company... Thanks
hi sir.thank u for ur valuable information.I want that pls make a stock analysis of MPHASIS Ltd.👈
Very informative, unbiased. Liked it, great, thank you
Glad you enjoyed it!
Very nice. You are doing very good service for investors... Salute
Thanks Sureshwaran :)
Outstanding job Arora ji 👍🏻
Thank you! Cheers!
As on July-3, 2021 I am on Pro side and Thanks for wonderful evaluation...gave me a super insight. :)
Glad it was helpful!
A great indepth analysis, the way you have put up risk and future strategy of the company is good. Please make more such analysis.
Thanks Ravi :)
Sure, we have tried. Kindly check- th-cam.com/channels/B7GnQlJPIL6rBBqEoX87vA.htmlvideos
Hatsoff for your InDepth Research.. ✌
Thanks :)
Very deep analysis in the company thats awesome excellent
Thanks Amit for your kind words :) Hope to keep adding value in your investing journey. For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs
Sir, great In depth analysis of vinati. Most like the valuation and risk.
Thanks Vijay :)
By watching your research...I strongly believe that your subscribers should be in millioms
Thanks for your kind words Sadeed :) Hope to add value in your investing journey. For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs
Great analysis. Clear and concise.
Thanks Ashwani :)
Warning of over valuation was at 31-32PE. Now PE is at 68!
I love the fundamental analysis, I'm just commenting on the way the market moves.
Fully agreed :) Found Deepak better placed during those times
Very deep analysis,great information....Reallly great
Thanks for your kind words :) Hope to add value in your investing journey. For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs
Exceptional analysis sir. Very very nice.
Thank you so much for this video!❤️
OMG..excellent work paji.
Thanks a lot.
Thanks for your kind words :) For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs
SSA sirji. Superb analysis. I think strength of company is innovation and marketing by which it has captured such huge share. The products they can enter might be a long list which they'll share at opportune time. Today is one product tomorrow it will be something else. The engine has to keep running
Very good insight and one of a kind research...
Thanks :)
Exellent presentation Sir. Requesting to make detailed video on Divis lab and Berger paints.
Sure, stay tuned :) For more business & industry analysis, kindly visit- www.soic.in/blogs
Excellent Analysis
Thanks :)
Superb Analysis
Hi Malaya!😁 Thanks for watching our video.
We’re glad our content was informative and interesting for you. 💯
We hope you continue to learn along with us! 😁👍
We look forward to your feedback on our analysis of Happiest Minds, coming on Friday at 11 a.m. 📌📣
it's really a great video. U putting great efforts honestly to give best. By this single video I really got familiar with Vinati org and risks associated with it like never before. Thank u very much. I will be regular follower of your channel.
Glad you liked it!
Nicely explained. Keep it up.
Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)
My view on Vinati was quite different but based on your analysis it proved my analysis somewhat wrong. Good analysis done.
Thanks :)
Great work. Kudos👍
Thanks a lot 😊
Great in-depth analysis. Thanks for Nice informative video.
Thanks for your kind words :)
You are doing a fabulous job.. Keep going.. I watched all ur videos.. Good content.. Thanks 🙂
Thank you for the kind words :) encourages us to work harder
Excellent content . Please share your video on valiant as well as aarti
Thanks for your kind words :) Hope to add more value in your investing journey. Sure, stay tuned. We will soon cover them also :)
For more insights on business & industries, kindly visit- www.soic.in/blogs
Excellent analysis, very well explained 👍
Thanks Manish :)
It's an eye opening about VO, I was wondering it has struck for long time.
Thanks Austin for your kind words :) For more insights on business & industry analysis, kindly visit- www.soic.in/blogs
Austin, don't you believe vinati organics will survive in long term,say 15 years from now on?
Amazing explanation
Glad it was helpful!
Amazing video. One of the best videos on stock analysis I hve seen on you tube. More power to you.
Thanks :)
Thanks for giving detailed analysis. Pl provide analysis on Aarti industries
Thanks for your kind words :) Sure, stay tuned.
For more insights on business & industries, kindly visit- www.soic.in/blogs
Really really good videos of SOIC. i learnt a lot about businesses via your Chanel. Can you pleaae create a video of Neogen Chemicals.
Thanks for your kind words :) Sure, stay tuned.
For more information on business & industry valuation, kindly visit- www.soic.in/blogs
Great analysis !!!!
Please compare a few chemical stocks along with Vinati
Amazing work sir
Thanks Pratim :)
We would be covering chemical sector in very depth in our webinar- rzp.io/l/GNK2hQKTMV
Very informative....keep it up...
Thanks :)
Quality presentation. Thanx bro
Thanks Rohith :)
Great analysis of the company. Please do the analysis on asian paints vs berger paints
Thanks Hemanth :)
Sure, stay tuned
Very good analysis, Thank you very much 🙏
Thanks Prashanth :)
Excellent analysis. I do learn a new idea on each post.. Keep it up...
Glad to hear that
Nice presentation. Keep it Up
Thanks Fozia :)
Wow!!! Amazing Diligence
Thank you :)
Hope you found it of value
BIOCON AND TATACOFEE. PLS MAKE VIDEO SOON. REQUESTING AGAIN :)
Sure, stay tuned :)
A very balanced analysis 👍👍
Thanks Biman :)
Superb analysis
Thanks Milind :)
. U have done best analysis of a very good co. Plz analyse biocon ltd.
Soon :)
Great work brother!
Would like if u make us understand Aarti industries also
Excellent analysis 👍
Thanks Bishwadeep :)
Hi sir,superb video. May I please know how u r able to give such a detailed report on companies?I mean what r ur sources and from where we can learn about different stages of different sectors.It would really help a lot
you can download their investor presentation from BSE and do a little more research
Absolutely great educational video and I love how you dissect the industry sector and place this company in that sector and then proceed to dissect the business model and management. Would be great if you can make an educational video on Deepak Nitrite and Dharamsi Morarji Chemicals and highlight the tailwinds and the valuation + risk. All the best I will keep following your channel! If you are looking for any kind of designing and branding for your channel and website then sure do reach out for me, I am a part time artist :)
Thanks Sachin :)
Video on Deepak Nitrite- th-cam.com/video/iKy_J-skqb8/w-d-xo.html
Great Analysis bhai. If you compare top 2 companies in each sector then it would be great help...
Noted your suggestion :)
Excellent Analysis sir. Please try to cover the following companies
1) Ganesha Ecosphere
2) Stylam Industries
3) Acrysil India
4) Sharda Cropchem
Ganesh Eco soon :)
Superb hard work sir...
Very nice and informative video sirji
Thank a lot...to u sir for ur hard work
Thanks Pavan :)
Great work sir.
Keep on going.!
Thanks Anurag :)
Very Good Analysis.
Thanks
Yes Vinati Organics have bought veeral additives which is in business of Anti oxidants! So they have performed forward integration
Sirji you put lot of work in your videos. Full respect malik. Could you please make one video on ION Exchange. Thank you 🙏
Thanks Aliasgar for your kind words :) Sure, stay tuned. For more insights on business, newsletter & industries, kindly visit- www.soic.in/blogs
@@SOICfinance Sure Paji
Super informative video 🔥🔥 thanks a lot
Thanks Vaibhav :)
good analysis...
Thanks for your kind words :) Hope to add value in your investing journey. For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs
Please discuss pharma sector especially Biocon.
Sure, stay tuned :)
We are planning for a webinar on Pharma Sector soon
Superb Sirji
Thanks Utsav :)
Good show sir. I would love to see the analysis of caplin Point.
Hi! Sanjay 😁 Thanks for watching our video.
We’re glad our content was educational and engaging for you. 💯
We will consider your suggestion. 👍
We hope you continue to learn along with us!
📌We look forward to your thoughts on our upcoming analysis of Saregama on Sunday at 11 a.m. 📌📣
Amazing, Fab, excellent videos that you make, I am a big Fan of yours. I have good background of Chemistry and just love Chemistry alot :) Please make a video on DEEPAK NITRATE
Thanks. Do check out the video on Deepak- th-cam.com/video/iKy_J-skqb8/w-d-xo.html
Very good analysis bro...
Please upload video on arti industries if possible...
Thanks :)
Coming soon
Good job! Please limit the presentation to 10 mins.
I would like to know more about future prospects bof Dishman pharma and Kimia Biotech please. Thank you
Noted your suggestion but tough to present so much information in 10 mins.
Sure, stay tuned :)
Excellent analysis sirjee...keep up your good work!
Thanks Udipta :)
Good analysis. In hindsight, the Russia Ukraine war has probably helped valuations scale even higher peaks. I understand that you refrain from putting out a valuation opinion, but you should consider doing that too. For a business model that needs to keep reinventing, what could a useful valuation benchmark be for minority investors etc. You are doing a great job. Keep it up.
We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤜
Very depth analysis I like it. I am pro about vinati . Can you please analyse GMMpfradular. Thanks
Thanks for giving your point of view
Sure, stay tuned :)
Very good job . Keep shining !
Thanks Gurpreet :)